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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,436 | $165,399-81.6% | $149,745-79.7% | $158,982-80.9% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 13.30% | 348.34%-335.0pp | 276.72%-263.4pp | 302.99%-289.7pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,035 | $7,183-43.8% | $6,843-41.0% | $5,983-32.6% |
| Admin fee / account holder | $647 | $10,811-94.0% | $9,312-93.1% | $11,252-94.2% |